Dedicated Personal Bookkeeper


Your bookkeper will work hand in hand with your CPA at tax time.

We will provide them access to your quickbooks and access to all financial reports for tax time.

We are here for the long haul and strive to grow with your practice!
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3 Simple Steps:

  1. We assign you a Dedicated personal bookkeeper.
  2. We streamline the bookkeeping process so you can focus more on patient care. We will track all financial activity from your business accounts and organize it for your CPA.
  3. You will have access to your bookkeeper via email, phone or text, we do not outsource to other countries. Your bookkeeper will always be located in the United States in your same time zone.

Included in our services:

  • Starting your QuickBooks account
  • Clean up existing QuickBooks
  • Maintenance of ledger
  • Prepare and post adjusting journal entries
  • Verify and record new loan documentation
  • Record allocations of credit card liabilities
  • Employee earnings records tied to payroll reports
  • Bank reconciliations of all transaction entries
  • Financial reports

Services we do not offer:

  • Tax preparation
  • Bill pay/check writing
  • Day sheet/practice software reconciliation
  • Run payroll
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